Tata Retirement Savings Fund-Moderate Plan Overview
Category Retirement Fund
BMSMONEY Rank 9
BMSMONEY Rating
Growth Option As On: 26-04-2024
NAV ₹56.27 (R) +0.26% ₹65.87 (D) +0.27%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 30.87% 14.52% 13.31% 11.46% 15.57%
LumpSum Dir. P 32.73% 16.18% 14.98% 13.02% 17.16%
SIP Reg. P 28.41% 17.18% 15.33% 13.36% 13.23%
SIP Dir. P 30.24% 18.8% 16.96% 14.95% 14.8%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.53 0.28 0.62 -0.31% 0.06
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
9.79% -10.41% -11.08% 0.89 6.74%

NAV Date: 26-04-2024

Scheme Name NAV Rupee Change Percent Change
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 56.27
0.1500
0.2600%
Tata Retirement Savings Fund- Moderate Plan -Direct Plan-Growth Option 65.87
0.1700
0.2700%

Review Date: March 28, 2024

Performance of the Tata Retirement Savings Fund-Moderate Plan has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has one return parameter in first quartile; whereas zero risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile. Based on this performance Tata Retirement Savings Fund-Moderate Plan has achieved ninth (out of 25 funds), which is good rank in the Retirement Fund category. Essentially, among its peer group of similar types of funds, it stands in the very good position, a testament to its successful track record. The Retirement Fund category has 25 funds.
Our ranking method uses a composite performance score, which includes the fund's return, risk, and risk-adjusted performance over the past three years. This composite performance score is then used to rank the funds within a category.

The Tata Retirement Savings Fund-Moderate Plan has below average return performance, as more than 25% 1 year and above return parameters are below average in Retirement Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Tata Retirement Savings Fund-Moderate Plan has given return of 0.76% in last one month which is very good as it is in the top quartile in Retirement Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Tata Retirement Savings Fund-Moderate Plan has given return of 1.22% in last three month which is very poor as it is in the fourth quartile in Retirement Fund.
  3. 1 Year Return%: The Tata Retirement Savings Fund-Moderate Plan has given return of 32.61% in last one year which is good as it is above average in Retirement Fund. The one year return rank of Tata Retirement Savings Fund-Moderate Plan is 9 in 25 funds. The investment of ₹ 10,000 in this fund would have become ₹ 13261.0 in one year.
  4. 3 Year Return%: The Tata Retirement Savings Fund-Moderate Plan has given return of 13.25% in last three year which is good as it is above average with return rank of 9 in 25 funds. in Retirement Fund.
  5. 5 Year Return%: The Tata Retirement Savings Fund-Moderate Plan has given return of 12.46% in last five year which is good as it is above average with return rank of 7 in 18 funds. in Retirement Fund.
  6. 1 Year SIP Return%: The Tata Retirement Savings Fund-Moderate Plan has given return of 7.95% in last one year which is good as it is above average with return rank of 11 in 25 funds. in Retirement Fund.
  7. 3 Year SIP Return%: The Tata Retirement Savings Fund-Moderate Plan has given return of 13.64% in last three year which is good as it is above average with return rank of 10 in 25 funds. in Retirement Fund.
  8. 5 Year SIP Return%: The Tata Retirement Savings Fund-Moderate Plan has given return of 14.62% in last five year which is good as it is above average with return rank of 7 in 18 funds. in Retirement Fund.
    9. '
'

The Tata Retirement Savings Fund-Moderate Plan has poor risk performance, as non of above risk paramerters are above average Retirement Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Tata Retirement Savings Fund-Moderate Plan has standard deviation of 9.79 which is poor as it is in the below average with risk rank of 8 in 15 funds. in Retirement Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Tata Retirement Savings Fund-Moderate Plan has semi deviation of 6.74 which is poor as it is in the below average with risk rank of 8 in 15 funds. in Retirement Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Tata Retirement Savings Fund-Moderate Plan has max drawdown of -11.08% which is very poor as it is in the fourth quartile with risk rank of 12 in 15 funds. in Retirement Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Tata Retirement Savings Fund-Moderate Plan has 1Y VaR at 95% of -10.41% which is poor as it is in the below average with risk rank of 8 in 15 funds. in Retirement Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Tata Retirement Savings Fund-Moderate Plan has average drawdown of -3.41% which is poor as it is in the below average with risk rank of 8 in 15 funds. in Retirement Fund.
    6. '
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The Tata Retirement Savings Fund-Moderate Plan has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Retirement Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Tata Retirement Savings Fund-Moderate Plan has Sterling Ratio of 0.62 which is poor as it is in the below average with risk rank of 9 in 15 funds. in Retirement Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Tata Retirement Savings Fund-Moderate Plan has Sortino Ratio of 0.28 which is poor as it is in the below average with risk rank of 10 in 15 funds. in Retirement Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Tata Retirement Savings Fund-Moderate Plan has Jensen Alpha of -0.31% which is poor as it is in the below average with risk rank of 10 in 15 funds. in Retirement Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Tata Retirement Savings Fund-Moderate Plan has Treynor Ratio of 0.06 which is poor as it is in the below average with risk rank of 8 in 15 funds. in Retirement Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Tata Retirement Savings Fund-Moderate Plan has Modigliani Square Measure of 13.69% which is poor as it is in the below average with risk rank of 8 in 15 funds. in Retirement Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Tata Retirement Savings Fund-Moderate Plan has Alpha of -1.49% which is poor as it is in the below average with risk rank of 9 in 15 funds. in Retirement Fund.
    7. '
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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 3.90
2.33
0.07 | 6.30 5 | 25
Yes
Yes
No
3M Return % 5.58
4.56
1.16 | 11.34 9 | 25
Yes
No
No
6M Return % 16.77
15.09
3.09 | 38.77 9 | 25
Yes
No
No
1Y Return % 30.87
24.93
4.66 | 59.67 8 | 25
Yes
No
No
3Y Return % 14.52
13.10
3.36 | 30.97 9 | 25
Yes
No
No
5Y Return % 13.31
11.56
4.01 | 21.94 7 | 18
Yes
No
No
7Y Return % 11.46
10.53
6.79 | 17.31 5 | 10
Yes
No
No
10Y Return % 15.57
12.03
9.00 | 16.06 2 | 5
Yes
Yes
No
1Y SIP Return % 28.41
24.61
4.93 | 63.54 9 | 25
Yes
No
No
3Y SIP Return % 17.18
14.28
2.14 | 33.43 9 | 25
Yes
No
No
5Y SIP Return % 15.33
13.16
2.31 | 28.89 7 | 18
Yes
No
No
7Y SIP Return % 13.36
12.27
6.65 | 21.37 5 | 10
Yes
No
No
10Y SIP Return % 13.23
10.82
7.60 | 14.37 2 | 5
Yes
Yes
No
Standard Deviation 9.79
8.82
1.62 | 13.66 8 | 15
No
No
No
Semi Deviation 6.74
6.06
1.28 | 9.54 8 | 15
No
No
No
Max Drawdown % -11.08
-7.80
-13.93 | -1.99 12 | 15
No
No
Yes
VaR 1 Y % -10.41
-9.10
-14.54 | -2.14 8 | 15
No
No
No
Average Drawdown % -3.41
-3.24
-6.68 | -0.51 8 | 15
No
No
No
Sharpe Ratio 0.53
0.44
-2.36 | 1.40 10 | 15
Yes
No
No
Sterling Ratio 0.62
0.81
0.29 | 1.47 9 | 15
No
No
No
Sortino Ratio 0.28
0.30
-0.58 | 0.82 10 | 15
No
No
No
Jensen Alpha % -0.31
2.00
-4.52 | 12.55 10 | 15
No
No
No
Treynor Ratio 0.06
0.08
-0.03 | 0.23 8 | 15
No
No
No
Modigliani Square Measure % 13.69
14.86
2.75 | 28.37 8 | 15
No
No
No
Alpha % -1.49
0.44
-7.77 | 9.10 9 | 15
No
No
No
Return data last Updated On : April 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.02 2.43 0.17 | 6.49 5 | 25
Yes
Yes
No
3M Return % 5.94 4.85 1.46 | 11.79 9 | 25
Yes
No
No
6M Return % 17.61 15.74 3.73 | 39.82 9 | 25
Yes
No
No
1Y Return % 32.73 26.38 5.94 | 61.90 8 | 25
Yes
No
No
3Y Return % 16.18 14.48 4.69 | 32.75 9 | 25
Yes
No
No
5Y Return % 14.98 13.00 5.39 | 23.83 6 | 18
Yes
No
No
7Y Return % 13.02 11.83 8.07 | 18.86 5 | 10
Yes
No
No
10Y Return % 17.16 13.28 10.00 | 17.84 2 | 5
Yes
Yes
No
1Y SIP Return % 30.24 26.04 6.22 | 65.92 9 | 25
Yes
No
No
3Y SIP Return % 18.80 15.59 3.39 | 35.21 9 | 25
Yes
No
No
5Y SIP Return % 16.96 14.52 3.62 | 30.66 7 | 18
Yes
No
No
7Y SIP Return % 14.95 13.52 7.87 | 22.81 5 | 10
Yes
No
No
10Y SIP Return % 14.80 12.06 8.97 | 16.09 2 | 5
Yes
Yes
No
Standard Deviation 9.79 8.82 1.62 | 13.66 8 | 15
No
No
No
Semi Deviation 6.74 6.06 1.28 | 9.54 8 | 15
No
No
No
Max Drawdown % -11.08 -7.80 -13.93 | -1.99 12 | 15
No
No
Yes
VaR 1 Y % -10.41 -9.10 -14.54 | -2.14 8 | 15
No
No
No
Average Drawdown % -3.41 -3.24 -6.68 | -0.51 8 | 15
No
No
No
Sharpe Ratio 0.53 0.44 -2.36 | 1.40 10 | 15
Yes
No
No
Sterling Ratio 0.62 0.81 0.29 | 1.47 9 | 15
No
No
No
Sortino Ratio 0.28 0.30 -0.58 | 0.82 10 | 15
No
No
No
Jensen Alpha % -0.31 2.00 -4.52 | 12.55 10 | 15
No
No
No
Treynor Ratio 0.06 0.08 -0.03 | 0.23 8 | 15
No
No
No
Modigliani Square Measure % 13.69 14.86 2.75 | 28.37 8 | 15
No
No
No
Alpha % -1.49 0.44 -7.77 | 9.10 9 | 15
No
No
No
Return data last Updated On : April 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.26 ₹ 10026.0 0.27 ₹ 10027.0
1W 1.12 ₹ 10112.0 1.13 ₹ 10113.0
1M 3.9 ₹ 10390.0 4.02 ₹ 10402.0
3M 5.58 ₹ 10558.0 5.94 ₹ 10594.0
6M 16.77 ₹ 11677.0 17.61 ₹ 11761.0
1Y 30.87 ₹ 13087.0 32.73 ₹ 13273.0
3Y 14.52 ₹ 15019.0 16.18 ₹ 15683.0
5Y 13.31 ₹ 18677.0 14.98 ₹ 20093.0
7Y 11.46 ₹ 21374.0 13.02 ₹ 23558.0
10Y 15.57 ₹ 42504.0 17.16 ₹ 48738.0
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 28.4112 ₹ 13775.568 30.2432 ₹ 13885.848
3Y ₹ 36000 17.1755 ₹ 46396.836 18.8044 ₹ 47475.684
5Y ₹ 60000 15.3277 ₹ 88058.16 16.961 ₹ 91661.04
7Y ₹ 84000 13.3643 ₹ 135256.884 14.9509 ₹ 143141.544
10Y ₹ 120000 13.2264 ₹ 239271.36 14.7994 ₹ 260307.72
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
26-04-2024 56.2668 65.8657
25-04-2024 56.1194 65.6907
24-04-2024 55.8349 65.3552
23-04-2024 55.7221 65.2206
22-04-2024 55.6445 65.1273
19-04-2024 55.2273 64.6315
18-04-2024 55.1312 64.5165
16-04-2024 55.3566 64.7753
15-04-2024 55.1341 64.5126
12-04-2024 55.6079 65.0594
09-04-2024 55.7377 65.2037
08-04-2024 55.8238 65.3019
05-04-2024 55.6052 65.0387
04-04-2024 55.3429 64.7294
03-04-2024 55.2426 64.6096
02-04-2024 55.1211 64.465
01-04-2024 54.8307 64.1229
28-03-2024 54.4516 63.6683
27-03-2024 54.1541 63.3177
26-03-2024 54.0505 63.194
22-03-2024 53.913 63.0236
21-03-2024 53.4348 62.4623
20-03-2024 52.8216 61.743
19-03-2024 52.5411 61.4129
18-03-2024 53.0235 61.9743
15-03-2024 53.1463 62.1107
14-03-2024 53.071 62.0203
13-03-2024 52.2411 61.0481
12-03-2024 53.6717 62.7176
11-03-2024 54.0671 63.1772
07-03-2024 54.3386 63.4847
06-03-2024 54.083 63.1836
05-03-2024 54.3551 63.4991
04-03-2024 54.3897 63.5371
01-03-2024 54.1852 63.291
29-02-2024 53.6738 62.6912
28-02-2024 53.4304 62.4045
27-02-2024 54.0384 63.1122
26-02-2024 53.9842 63.0465
23-02-2024 53.9831 63.038
22-02-2024 53.8243 62.8502
21-02-2024 53.6029 62.5893
20-02-2024 53.9524 62.995
19-02-2024 53.923 62.9578
16-02-2024 53.5921 62.5642
15-02-2024 53.3619 62.2931
14-02-2024 53.1923 62.0927
13-02-2024 52.8525 61.6938
12-02-2024 52.6721 61.4807
09-02-2024 53.3712 62.2897
08-02-2024 53.4286 62.3542
07-02-2024 53.7675 62.7473
06-02-2024 53.5468 62.4874
05-02-2024 53.5204 62.4542
02-02-2024 53.6703 62.6219
01-02-2024 53.4265 62.3351
31-01-2024 53.5601 62.4885
30-01-2024 53.0355 61.8741
29-01-2024 53.2929 62.172
25-01-2024 52.8286 61.6209
24-01-2024 52.8261 61.6156
23-01-2024 52.4903 61.2217
19-01-2024 53.4445 62.3252
18-01-2024 53.2221 62.0634
17-01-2024 53.5443 62.4368
16-01-2024 54.3002 63.3158
15-01-2024 54.3313 63.3496
12-01-2024 54.074 63.0424
11-01-2024 53.7731 62.6891
10-01-2024 53.5323 62.406
09-01-2024 53.4009 62.2504
08-01-2024 53.5224 62.3893
05-01-2024 53.8393 62.7514
04-01-2024 53.749 62.6438
03-01-2024 53.4397 62.2809
02-01-2024 53.7087 62.5921
01-01-2024 53.911 62.8254
29-12-2023 53.7969 62.6853
28-12-2023 53.5828 62.4334
27-12-2023 53.4622 62.2904
26-12-2023 53.1741 61.9524
22-12-2023 53.0922 61.8476
21-12-2023 52.941 61.6687
20-12-2023 52.3729 61.0047
19-12-2023 53.2856 62.0654
18-12-2023 53.2922 62.0707
15-12-2023 53.3432 62.1194
14-12-2023 53.0665 61.7948
13-12-2023 52.6146 61.2662
12-12-2023 52.5184 61.1508
11-12-2023 52.7269 61.391
08-12-2023 52.2068 60.7785
07-12-2023 52.4216 61.0263
06-12-2023 52.4665 61.0762
05-12-2023 52.3029 60.8835
04-12-2023 52.1322 60.6824
01-12-2023 51.7246 60.201
30-11-2023 51.3717 59.788
29-11-2023 51.0631 59.4265
28-11-2023 50.8635 59.192
24-11-2023 50.8659 59.1857
23-11-2023 50.726 59.0206
22-11-2023 50.7362 59.0303
21-11-2023 50.7744 59.0725
20-11-2023 50.6901 58.9722
17-11-2023 50.6598 58.9302
16-11-2023 50.4907 58.7312
15-11-2023 50.0894 58.2621
13-11-2023 49.695 57.7989
10-11-2023 49.5885 57.6685
09-11-2023 49.5888 57.6666
08-11-2023 49.556 57.6262
07-11-2023 49.3444 57.378
06-11-2023 49.288 57.3102
03-11-2023 48.9358 56.8941
02-11-2023 48.559 56.4539
01-11-2023 48.2291 56.0682
31-10-2023 48.3224 56.1745
30-10-2023 48.315 56.1638
27-10-2023 48.1844 56.0055
26-10-2023 47.8007 55.5575
25-10-2023 48.1115 55.9166
23-10-2023 48.3778 56.2217
20-10-2023 49.2001 57.1708
19-10-2023 49.4372 57.4441
18-10-2023 49.4857 57.4982
17-10-2023 49.7545 57.8083
16-10-2023 49.5311 57.5466
13-10-2023 49.5626 57.5766
12-10-2023 49.6415 57.666
11-10-2023 49.4788 57.4748
10-10-2023 49.1314 57.0691
09-10-2023 48.8215 56.7069
06-10-2023 49.2415 57.1882
05-10-2023 49.1013 57.0232
04-10-2023 49.0262 56.9338
03-10-2023 49.3299 57.2843
29-09-2023 49.2886 57.2275
27-09-2023 49.1962 57.1158
26-09-2023 48.9452 56.8223
25-09-2023 48.8754 56.739
22-09-2023 48.9075 56.7698
21-09-2023 49.0123 56.8893
20-09-2023 49.3449 57.2731
18-09-2023 49.7906 57.786
15-09-2023 49.9684 57.9857
14-09-2023 49.8307 57.8237
13-09-2023 49.6377 57.5975
12-09-2023 49.6656 57.6277
11-09-2023 50.3992 58.4767
08-09-2023 50.1591 58.1914
07-09-2023 49.9659 57.965
06-09-2023 49.9891 57.9897
05-09-2023 49.8611 57.839
04-09-2023 49.5331 57.4563
01-09-2023 49.34 57.2257
31-08-2023 48.8875 56.6987
30-08-2023 48.8895 56.6989
29-08-2023 48.7484 56.5332
28-08-2023 48.6853 56.4578
25-08-2023 48.4596 56.1896
24-08-2023 48.5901 56.3388
23-08-2023 48.6177 56.3685
22-08-2023 48.3792 56.0899
21-08-2023 48.1724 55.8481
18-08-2023 47.9888 55.6287
17-08-2023 48.0452 55.6919
16-08-2023 48.1931 55.8613
14-08-2023 48.1837 55.8461
11-08-2023 48.1395 55.7885
10-08-2023 48.1327 55.7785
09-08-2023 48.2307 55.8898
08-08-2023 48.1555 55.8006
07-08-2023 48.0713 55.7009
04-08-2023 48.0021 55.6143
03-08-2023 47.6156 55.1643
02-08-2023 47.8041 55.3805
01-08-2023 48.2341 55.8766
31-07-2023 48.0832 55.6997
28-07-2023 47.8338 55.4044
27-07-2023 47.8136 55.3789
26-07-2023 47.925 55.5057
25-07-2023 47.7215 55.2689
24-07-2023 47.607 55.1341
21-07-2023 47.6044 55.1248
20-07-2023 47.8145 55.366
19-07-2023 47.4994 54.9991
18-07-2023 47.1782 54.6251
17-07-2023 47.2255 54.6777
14-07-2023 46.9423 54.3432
13-07-2023 46.6186 53.9665
12-07-2023 46.5476 53.8822
11-07-2023 46.423 53.7359
10-07-2023 46.2272 53.5072
07-07-2023 46.3963 53.6968
06-07-2023 46.6679 54.009
05-07-2023 46.4475 53.752
04-07-2023 46.4481 53.7506
03-07-2023 46.4587 53.7607
30-06-2023 46.2023 53.4577
28-06-2023 46.0726 53.3036
27-06-2023 45.8836 53.0829
26-06-2023 45.5826 52.7327
23-06-2023 45.4694 52.5958
22-06-2023 45.9147 53.1089
21-06-2023 46.0936 53.3138
20-06-2023 46.117 53.3388
19-06-2023 46.0141 53.2177
16-06-2023 46.1512 53.3702
15-06-2023 45.8666 53.039
14-06-2023 45.9813 53.1696
13-06-2023 45.7859 52.9417
12-06-2023 45.4472 52.548
09-06-2023 45.3632 52.4448
08-06-2023 45.4528 52.5464
07-06-2023 45.6803 52.8074
06-06-2023 45.4812 52.5752
05-06-2023 45.3584 52.4312
02-06-2023 45.2106 52.2544
01-06-2023 45.0119 52.0227
31-05-2023 44.9781 51.9817
30-05-2023 45.0274 52.0366
29-05-2023 44.8693 51.852
26-05-2023 44.7357 51.6917
25-05-2023 44.4669 51.3791
24-05-2023 44.2556 51.1329
23-05-2023 44.2383 51.1111
22-05-2023 44.2106 51.077
19-05-2023 44.0112 50.8408
18-05-2023 43.8819 50.6896
17-05-2023 44.009 50.8345
16-05-2023 44.095 50.9318
15-05-2023 44.0603 50.8899
12-05-2023 43.9144 50.7154
11-05-2023 43.7746 50.552
10-05-2023 43.6443 50.3997
09-05-2023 43.5071 50.2393
08-05-2023 43.5804 50.322
05-05-2023 43.2914 49.9825
04-05-2023 43.4643 50.1803
03-05-2023 43.2282 49.9058
02-05-2023 43.1768 49.8446
28-04-2023 42.9934 49.6252
27-04-2023 42.6779 49.2591
26-04-2023 42.515 49.0692

Fund Launch Date: 01/Jan/2013
Fund Category: Retirement Fund
Investment Objective: The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.
Fund Description: A) Invests between 65-85% of portfolio in equity. b) Ideal for middle aged and moderate risk profile investors with medium to long term investment horizon. c) Ideal for moderate risk profile investors who have 10 to 15yrs to retire. d) Retirement solution oriented scheme having a lock-in of 5 years or till retirement age ie 60 years (whichever is earlier)
Fund Benchmark: CRISIL Hybrid 25 + 75 Fund Aggressive Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.